John Huber discusses value investing fundamentals, base hit investing strategies, and market conditions. He shares insights on stock returns, identifies potential bubbles like Costco, and reveals his criteria for investing in companies. Huber talks about finding opportunities in the current market, managing concentrated positions, and the importance of a long feedback loop in investing decisions.

Guest John Huber discusses topics such as value in small and mid-cap companies, ESG impact on stock valuations, fiber optic cables, downhill skiing, diversification in investing, and successful investment in Japan using borrowed funds. The chapter highlights the importance of valuation, effective capital allocation, and finding undervalued companies.

John Huber, managing partner of Saber Capital Management, discusses his investment philosophy of investing in the best businesses. Topics include value investing strategies, building strong moats, opportunities in large cap stocks, and lessons from trusting in great capital allocators like Warren Buffett.

Investor John Huber shares his investing principles, including capital allocation, revenue growth, and his focus on North American stocks. He discusses why he likes Alphabet and why Floor & Décor is a major position. The chat covers strategic investing inspired by Warren Buffett, company culture's role in Google's success, quick conviction investments, and insights on stock research. It also explores the potential impact of automated vehicles on the stock market and the importance of maintaining a diversified portfolio. Plus, a look at the similarities between running and investing, along with book recommendations.

John Huber, the founder and portfolio manager at Saber Capital Management, discusses the concept of "inevitable retail winners" and shares his thesis on Floor & Decor. He talks about characteristics of inevitability, gives examples of retail companies that exemplify this concept, and delves into the moat and valuation of Floor & Decor. The podcast also covers topics like retail management and culture, macro impact on Floor & Decor, and the risks associated with the investment.